Money and Time Saving: QuickBooks Add-ons 2021

by James Antonio

Finance experts swear by QuickBooks, an easy-to-use accounting software platform. In a variety of scenarios and environments, the program has proven to be the hero. It is oriented toward small business systems with cloud-based capabilities and was previously known as Intuit QuickBooks.

QuickBooks Add-ons 2021

The platform has an app center that offers multiple add-ons to fit every business demand and all of the various roles for finance.

The Top QuickBooks Add-Ons in 2021

1. Receipt Bank2. Dancing Numbers
3. Quotient4. Insightly CRM
5. SOS Inventory6. Fishbowl Inventory
7. TSheets8. Count Me In
9. Shopify10. Bill.com
11. Bills and Payment12. Avalara AvaTax

Let’s take a Look at Each QuickBooks Add-on in Terms of its Utility:

1. Receipt Bank

Purpose: Saving time.

Receipt Bank is a fast and easy way to import data into QuickBooks Online. It is a paperless bookkeeping application, connecting accountants, bookkeepers, and small-scale companies. There is never any data entered with this software.


2. Dancing Numbers

Purpose: Data Management

Dancing Numbers a SaaS-based software that helps in import, export, and delete data to and from QuickBooks Desktop software. It saves your time as it does all the process of transferring the data automatically. You get accurate data with no human errors in it. Using this you can transfer all types of lists and transactions in QuickBooks.


3. Quotient

Purpose: Management of Relationship

Quotient is user-friendly platform was created for online proposals and quotes. Work orders make it simple to create, manage, and issue bids. As soon as the quotations are accepted, they will appear in the system as invoices.


4. Insightly CRM

Purpose: Management of Relationship

Insightly CRM is a customer relationship management application that works seamlessly with QuickBooks. They give an excellent combination of customer centric features and project management skills. You can use the application to keep track of:

  • Sales
  • Opportunities
  • Invoices and payments
  • Customer communications

This information allows a company to construct a detailed user profile that may be used to cultivate customer connections.


5. SOS Inventory

Purpose: Management of Inventory.

This application offers an all-inclusive inventory management as well as order alignment solution. To save time, track work-in-progress throughout the lifecycle. To keep track of serial numbers and batches, sync them to QuickBooks Online. If you have many locations, you can use the SOS Inventory app to:

  • Receive into
  • Ship out of
  • Transfer stock

You can also charge different prices to different customers based on vendor expenses. This includes the ability to add additional fields to monitor certain data types or properties. This indicates that the programme can handle any size process.


6. Fishbowl Inventory

Purpose: Management of Inventory.

This popular program was created specifically to work with QuickBooks. They focus on production and warehousing management, as well as asset management. The user interface is easy to use, even though it contains some advanced features. Fishbowl is the solution if your business revolves around product manufacture.


7. TSheets

Purpose: Management of Employees.

TSheets is one of the most often used staff management integrations. TSheets gives you access to a variety of functions, including:

  • GPS tracking
  • Mobile management
  • Scheduling software
  • Customizable alerts
  • Overtime calculation
  • Time tracker

Time clocks with facial recognition are part of TSheets’ cutting-edge technology, which helps to eliminate the possibility of time theft. For better management, task management and scheduling are combined. The company provides limitless free phone, chat, and email assistance. With TSheets, it’s simple to keep your staff working smoothly.


8. Count Me In

Purpose: Management of Employees.

If you find yourselves investing a substantial amount of time on payroll, this option may be ideal for you. Count Me In is a QuickBooks add-on that helps employees log their time and track it. This application eliminates the need for accountants and bookkeepers to manually enter payroll employee hours.


9. Shopify

Purpose: Electronic commerce

The e-commerce program Shopify is well-known among corporate accounting specialists. Using OneSaaS, you can fully automate your accounting by integrating the platform with QuickBooks software. With Shopify, you won’t have to by hand submit any invoices for receivable accounts. Per month, this tool can save up to 106 hours.


10. Bill.com

Purpose: Management of Finances.

QBO Intuit software for e-payments has a useful software called Bill.com. It provides secure electronic billing and accepts a variety of payments, including:

  • ACH
  • Credit Card
  • PayPal

Any billing update can be automated with QuickBooks integration without putting in a lot of effort.


11. Bills and Payment

Purpose: Management of Finances.

Bill & Pay is one of the most popular QuickBooks add-ons for a variety of financial chores, including:

  • Payment collection
  • Invoicing
  • Deposits
  • Record keeping
  • Accepts various payments (ACH, credit card, PayPal)

For an accountant that requires large chunks of payment and cash flow maintenance, this is the tool for you.


12. Avalara AvaTax

Purpose: Management of Finances

It can be tough to calculate sales tax and VAT on things if you’re running an e-commerce site or have field service contractors. Avalara AvaTax has automated sales tax and VAT calculations using a safe portal.

It creates a QuickBooks file with validated client data and associated tax rates after invoice details are entered at the point of sale. The tax is subsequently included as the last line item on the invoice by Avalara.


Is There Anything I Should Know About QuickBooks Add-ons?

QuickBooks is a great program, but it can’t handle everything. This is something that Intuit Inc. is aware of. This is where add-ons are useful. Before you run out and download every app available, here are some fast integration tips:

Although not all apps are free, those are often performing better.

Flash is used in a lot of QBO apps. These can be used with either the desktop or online version of QuickBooks.

QuickBooks will continue to grow as long as they are willing to accept significant integrations. There are so many amazing QuickBooks online add-ons to choose from that the hardest part is deciding where to begin.


Need Some One on One QuickBooks Assistance?


Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Call Now +1-800-689-5491
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